Phillips Wealth Planners LLC

Q1 2026 13F-HR Holdings

Location
Starkville, MS
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
210
Total value ($000)
$132,902
Net value change ($000)
+8,269 (6.6%)
New positions
40
Sold out positions
18
Turnover %
14.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 1,537 NEW
iSHARES TRUST 1,313 389.6%
AZN 1,020 NEW
AVGO 946 48.3%
TXN 812 128.3%
XLK 651 36.5%
APD 539 142.6%
PM 523 69.5%
AMD 505 69.0%
FDX 485 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -3,109 -90.5%
AZN -980 -100.0%
VT -956 -100.0%
VPL -626 -63.2%
EEMA -601 -61.1%
IBM -543 -45.0%
RTX -533 -31.4%
XLP -462 -52.9%
ABT -444 -40.3%
BAC -409 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type